Overview

If you have uploaded new documents to a folder you have already shared with a client, you can send an email to the client that contains the link to the folder or to the specific documents you just uploaded. The client can then log into SmartVault to view the linked information. 

You can also copy and paste a link to the shared folder in a document or email. 

In order to view the linked information, they must have access to the linked vault or folder. 

Sending a Link from the SmartVault Portal

1. Sign in to the SmartVault Portal.
2. Browse to and select the vault or folder that contains the document(s).
3. In the right task pane, click Send Link to Vault.

4. Select the checkbox next to each user you want to send the link to, add a message, and then click Send.

Copying and Pasting a Link to the SmartVault Portal

1. Sign in to the SmartVault Portal.
2. Browse to and select the vault or folder that contains the document(s).
3. In the right task pane, click Get Link to Vault.

4. Verify that the person you want to send the link to is listed under the Users with Access section.

5. Copy and paste the link into a personal email or other document, and then click Close

Did this answer your question?